Ensombl Advice Australia

Chris is the Co-Founder and Owner at alcove. He and James discuss alcove's evolution from financial advice to strategic property decision support, as well as market trends, client engagement strategi…

Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts Nick Raphaely from AltX Financial Group and Morningstar's Bianca Rose join host…

This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced by advisers, and how Zurich is leveraging technology to streamline processes …

James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, and how the firm is managing client inquiries and scaling their advisory t…

In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, gamification, and open banking features to help young adults and emerging afflue…

Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to discuss her business's rapid growth from a solo practice to a team of multiple advise…

In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical importance of understanding clients' personal relationships with money beyond t…

In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk pro…

In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights on risk profiling, highlighting that truly understanding a client's money personality, values,…

In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the evolution of risk profiling, and arguing that traditional methods are outdated and adv…

This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide AI-powered insights from Salesforce with minimal setup required, its unique value proposition, d…

Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer and the importance of advisers understanding and adapting their communicat…

Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and working with high net worth clients, and his insights on the importance of…

This week, Pat is joined by Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to stream…

Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an educational platform to serve the Indigenous community, and the challenges and opportuni…

This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth's use of AI and technology, including efficiency gains from tools like Copilot, digital engageme…

Steven is a Director and Recruitment Specialist at Advance Recruitment Partners. He and James discuss the challenges and strategies in recruiting and retaining talent in the advice industry, the impa…

In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits of Filenote.ai, which uses AI to automatically generate file notes, client summary emai…

Philip is the Founder of Humans and Money. He and Clayton discuss the concept of quantifying the qualitative aspects of financial advice, such as client emotional states and motivations, in order to …

In this episode, Pat is joined by Stefan D'Alessandro, Co-founder at Caelus Labs. They discuss the development of Stefan's AI-focused businesses, his approach to AI adoption and integration, and his …